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From Inflation Drops to Trade Tensions - This Week’s Global Market Pulse
This week’s global economic landscape presented a mix of signals. In the U.S., inflation showed signs of cooling, with PCE dropping to...
Ballestas Group
Mar 31 min read
Stock Market Hits New Highs & Fed’s Next Move
The minutes of the Federal Reserve's last meeting noted that fighting inflation remains a priority before considering interest rate cuts....
Ballestas Group
Feb 241 min read
Market Pulse: Inflation Spikes, Trade Moves & Growth Signals
This week, financial markets were marked by higher-than-expected inflation data, signs of a slowdown in consumption and trade policies....
Ballestas Group
Feb 181 min read
Markets on Edge: Trade Wars, Tax Plans & Global Economic Shifts
This week was marked by uncertainty in the markets, mixed employment data and new tax proposals from President Donald Trump. On Monday,...
Ballestas Group
Feb 101 min read
From Trade Fairs to Tariffs: The Impact of Trump's Presidential Inauguration on Markets and Trade
This week was marked by Monday's holiday in commemoration of Martin Luther King Jr.'s birthday, which reduced market activity. However,...
Ballestas Group
Jan 271 min read
Moderate Inflation and Improved U.S.-China Relations Boost U.S. Indices
The main North American indices closed the week with positive returns, driven by more moderate inflation data in the United States, along...
Ballestas Group
Jan 201 min read
Economic Surprises: Firm Employment and Inflationary Pressures in the USA
This was a short week in the stock markets, Thursday was a national holiday due to the funeral of former President Jimmy Carter, but it...
Ballestas Group
Jan 131 min read
Wall Street Awakens to 2025 with Optimism and Caution
December is over and Santa Claus seems not to have made his stellar appearance on Wall Street as we did not see his well-known Santa...
Ballestas Group
Jan 61 min read
Job Surprise: A Firm US Year-End with Implications for the Fed
The last week of the year in the United States has been marked by limited economic and market activity due to the Christmas holidays,...
Ballestas Group
Dec 27, 20241 min read
Fed Cuts Rates, But Faces Doubts: Prudence or Prolonged Pause?
The Federal Reserve cut interest rates by 0.25%, placing the target range between 4.25% and 4.50%, but left open the possibility of...
rballestas
Dec 23, 20241 min read
Mixed Markets: Inflation, Business Confidence and Political Expectations Mark the Week
This week, the United States showed a mixed economic and political picture, with progress on some fronts and warning signs on others....
Ballestas Group
Dec 13, 20241 min read
Strong Labor Market Drives Rate Cut Expectations: November Surprises with 227,000 New Jobs
U.S. nonfarm payrolls posted solid growth of 227,000 jobs in November, far outpacing the 36,000 jobs added in October, when hurricanes...
Ballestas Group
Dec 9, 20241 min read
Inflation Stagnant and Fed Gradual on Key Thanksgiving Week
This week, despite the market being closed on Thursday for the Thanksgiving holiday, the U.S. has seen a number of key events, with mixed...
Ballestas Group
Nov 29, 20241 min read
Resilience with Caution: Powell and Inflation Data Redraw Market Expectations
The U.S. economy continues to show resilience, but mixed signals keep the market on edge. In a speech in Dallas, Federal Reserve Chairman...
Ballestas Group
Nov 18, 20241 min read
Market Surge Amid Trump’s Return: Economic Growth Agenda Sparks Investor Optimism, But International Trade Uncertainty Looms
This week, U.S. economic and political news has been dominated by Donald Trump's victory. Former President Trump has returned to the...
Ballestas Group
Nov 11, 20241 min read
Pricing Out Uncertainty
Donald J. Trump claimed victory over Harris in the race to become the 47th president of the United States. The Republican President Elect...
Ballestas Group
Nov 7, 20241 min read
Solid Economic Growth with Signs of Cooling: Navigating GDP Gains, Inflation Slowdown, and Labor Market Challenges
Economic growth was solid in the third quarter, with GDP growth of 2.8%, driven mainly by personal consumption. However, a drop in net...
Ballestas Group
Nov 4, 20241 min read
2024 Market Watch: Shifts, Surprises & Signals
Financial markets are in a time of adjustment, driven by expectations of a possible Donald Trump victory and a “Republican sweep” in...
Ballestas Group
Oct 28, 20241 min read
Resilient Retail Sales Boost GDP Outlook Amid Fed Caution and Rising Credit Concerns
On the economic front, September retail sales beat expectations, rising 0.4%, compared to a slight 0.1% increase in August. Core sales,...
Ballestas Group
Oct 21, 20241 min read
Fed Grows Cautious as Strong Economy Dampens Hopes of Rate Cut Amid Persistent Inflation and Rising Deficit
Markets have adjusted their expectations for future Fed rate cuts following the release of strong economic data. Prior to the September...
Ballestas Group
Oct 14, 20241 min read
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